If AMD doesn’t turn in stonking results for its quarter tonight, then there really is something seriously wrong with the state of things to come in Sunnyvale.
Shipments, which in Gartner’s eyes are closely tied to Microsoft Windows shipments, amounted to 84.3 million units in the calendar quarter, surpassing its earlier forecast because it’s a 27.4 percent increase and the market research firm had only originally forecast a 22 percent jump.
Gartner said that the strong growth was led by the EMEA region, which reported double digit growth rates. The Americas were less than Gartner had expected.
The good news for the X86 manufacturers is that Gartner believes that the commercial PC market is picking up. Analyst Mikako Kitagawa said that growth is driven by replacements in the “mature markets”. She said that enterprise PC replacement demand was being driven by Microsoft Windows 7 and that’s going to pick up in the second half of this year and the first quarter of next year.
HP is still the pole player in the X86 market, but its Asian rivals are gaining market share, she said. At press time, AMD’s share price stands at $10.14, up from its 52 week low of $3.17. INTC stands at $24.26, up from its year of $14.96. Gartner is listed too, but we don’t track market research companies, mostly.
Wall Street is forecasting that AMD will make a smaller loss this time round.